CASA of the 7th Judicial District

Legacy Giving

Would you consider a Legacy Gift?

While cash gifts are always welcomed and greatly appreciated, they are not the only way to support our efforts. As with all legal and financial matters, CASA of the 7th Judicial District recommends that donors consult with their personal legal, tax, and financial advisers before funding a gift.

Giving Retirement Funds and Insurance Policies

If you would like to create a legacy for children but do not wish to write a will, you can name CASA of the 7th Judicial District as beneficiary of your retirement account or life insurance policy.

  1. Retirement account: You can have a positive impact on children far into the future by naming CASA of the 7th Judicial District as beneficiary or contingent beneficiary of an IRA, 401(k), 403(b) or other retirement account. Please consult with your financial planner or attorney regarding considerations when making this type of gift.
  2. Insurance policies: Life insurance may be used to create a legacy by naming CASA of the 7th Judicial District as beneficiary or contingent beneficiary of the policy. This requires that you complete a change of beneficiary form with your insurance company. You do not have to work with an attorney or an accountant to make this type of gift.

Bequest through your will

A bequest to CASA of the 7th Judicial District is one of the most effective and simplest ways to make a lasting impact on the lives of vulnerable children. You may specify a specific amount or a percentage you wish to give. If you would like to make such a gift, you may include language similar to the following:

“I, [name], of [city, state, zip code], give, devise and bequeath to CASA of the 7th Judicial District, a Colorado nonprofit public benefit corporation having its principal office at 301 N. Cascade Ave., Montrose, CO, 81402, [written amount or percentage of the estate or description of property] to be used for the furtherance of its charitable purposes in the discretion and at the direction of its board of directors for its unrestricted use and purpose.”

If you are considering making a gift by bequest, please meet with your attorney to discuss the ramifications and, if appropriate, update your will.